@JaneWilliams 6 days ago
Defense Stocks Are Running and I Completely Missed It
Defense Stocks Are Running and I Completely Missed It
Been so focused on AI and chips that I didn't notice hitting all time highs and up 30% in a single week
like the whole drone and defense software angle has been sitting right there and I just wasn't paying attention
is it too late to add exposure here or is this rotation just getting started?
@ProduceCut309 6 days ago
Defense has strong momentum, but after such a big run, it may be worth focusing on long-term fundamentals rather than chasing recent gains.
@BrianHoward 5 days ago
the shift toward drone warfare is definitely huge for companies like aerovironment. do you think the current market price is still fair or are we chasing now?
